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Fusion CRM Overview, Strategy, Roadmap
Presenter
Date
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The following is intended to outline our general
product direction. It is intended for information
purposes only, and may not be incorporated into any
contract. It is not a commitment to deliver any
material, code, or functionality, and should not be
relied upon in making purchasing decisions.
The development, release, and timing of any
features or functionality described for Oracle’s
products remains at the sole discretion of Oracle.
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Applications Platform
Standards
SOA
User Experience
Web 2.0
Embedded Intelligence
Technology Adoption
Cloud/SaaS
Modularity
Fusion CRM
Has Arrived!
A New Inflection Point
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What Keeps Sales Executives Up at Night?
Sources: 1) CSO Insights; 2) Corporate Visions Inc.; 3) SIRIUS Decisions; 4) Thomson Reuters
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The Difference Between ‘Missing’ and ‘Meeting’
Effective
Efficient
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Fusion CRM
Easy Effective Efficient
Faster time to value
• Easy to use
• Easy to configure
• Easy to deploy
Higher win rates
• Know your customers
• Gain actionable insight
• Collaborate & coach
More quality opportunities
• Align sales & marketing
• Improve sales prospecting
• Optimize sales performance
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Fusion Sales Demonstration
Sales prospecting Greater access & user
adoption
Mobility Increased productivity
Embedded business
intelligence Visibility & actionable
insight
Features Benefits
David Trice VP Product Management, Fusion CRM Sales Automation
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Oracle Fusion Customer Relationship Management Release 11G R1 Scope
Sales Planning Territory Management Sales Predictor
Incentive Compensation
Campaign Management
Sales Prospecting Marketing
Quota Management
Personal Campaigns
Customer Segmentation
Additional Modules Customer Data Hub Contracts
Opportunity Landscape
PRM
Base Sales
Activity Streams Opportunity Management
Customer Center
CRM Base
Lead Management Forecasting
Email Marketing
Oracle Fusion Platform
Business Intelligence Collaboration Extensibility
User Interfaces
Desktop Mobile Web
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Fusion Composers Easily Customize to Meet Unique Business Needs
Enables non-IT users to
extend the application with
new objects and attributes
Enables non-IT users to
customize the look and
feel of the user interface
Enables non-IT users
to easily modify
business processes
Application Composer Page Composer Process Composer
Enables non-IT users
to easily create &
modify reports
BI Reports Composer
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Fusion salesforce
1. Superior user adoption & collaboration 2. Advanced sales planning & performance management 3. Enhanced demand generation and lead/pipeline quality 4. Complete, accurate, actionable insight 5. THE strategic choice
Why Fusion CRM?
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Fusion Customers
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Release 11G R1.1
• EAP Feedback
• More Social
• More Mobile
• More Extensibility
• More Integration
• More Data Hub
• See it, Try it, Buy it
• CRMOD Migration
Release 11G R1.0
• Sales
• Marketing
• PRM
• Customer Hub
• Contracts
• Incentive Comp
• Mobile/Desktop
• Extensibility
• Siebel Migration
Release 11G R1.2
• Quoting
• Service
• Call Center
• More Sales
• More Marketing
• More PRM
• More Contracts
• More Incentive Comp
Fusion CRM Roadmap
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Fusion CRM Roadmap Highlights
1. Quotes
2. Service
3. Social
4. Mobile
5. Cloud
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• is easy to use and accessible anywhere
• builds on complete customer information
• offers the right solutions at the right price
• governs negotiations with terms and
conditions that were socialized with the
best resources
• to generate the winning proposal that will
close the deal!
Sales Reps want a quoting solution that…
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Fusion Quotes Price, Propose, Close
Products, Pricing & Recommendations
Quotes & Proposals
Contracts & Approvals
Optimize revenue
Increase close rates
Streamline processes
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Fusion CRM Roadmap Highlights
1. Quotes
2. Service
3. Social
4. Mobile
5. Cloud
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Service Challenges Fragmented Customer Interactions
• Inconsistent customer
experience
• Disjointed communications
channels
• Decreased satisfaction
Customer Agent Technology Silos
• Poor integration between telephony and applications
• Inflexible applications
• Complex and expensive to manage
• Incomplete view of customer
• Difficult / inefficient
collaboration
• Lost / unleveraged
knowledge
Fusion Service Accelerate Resolution Times
Seamless cross-channel support
Knowledge centric service
Engaging user experience
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Fusion CRM Roadmap Highlights
1. Quotes
2. Service
3. Social
4. Mobile
5. Cloud
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Social
Social networks and media
provide unprecedented
reach and user driven
influence
Regardless of organizational
structure, people work
collaboratively and expect
technology to facilitate
New Opportunities & New Expectations
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Social
Communicate
Collaborate
Get Work Done!
Understand
Engage
Influence
Connecting Customers, Partners & Employees
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Fusion CRM Roadmap Highlights
1. Quotes
2. Service
3. Social
4. Mobile
5. Cloud
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80% Apple’s share of tablet market
2.4 Average days Field Sales Reps spends on the road per week
2011 Smartphones overtake PC market
400M # of Outlook users in the world
Mobile CRM
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Next Generation Mobile CRM Fusion CRM Anywhere, Anytime
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Mobile CRM Demonstration
CRM for iPad Increase adoption
Enhanced customer interaction
Sales effectiveness
Extensible at all levels
Increase visibility & insight
Features Benefits
Peter Thorson VP Product Management, Fusion CRM Core
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Fusion CRM Roadmap Highlights
1. Quotes
2. Service
3. Social
4. Mobile
5. Cloud
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Cloud Computing
Ease of use
Fast customization
Rapid deployment
Seamless upgrades
Predictable cost
SaaS CRM Benefits ? Customization Integration
Security
? ? ?
?
? ? ? ?
PaaS IaaS
? ? ?
? ? ? ?
? ? ?
? ? ? ?
Enterprise Grade Cloud
Oracle OpenWorld Keynote
Wednesday, October 5 @ 2:45 p.m. Larry Ellison, Chief Executive Officer
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Path to Fusion – Complete Choice Choose Your Next Steps
Continue on Your Current Path
• Upgrade to the latest Applications Unlimited release
Adopt a Co-Existence Strategy
• Add new Fusion Applications modules or pillar (i.e. HCM, ERP, CRM) to your existing environment
Embrace the Fusion Applications Suite
• Deploy the complete suite of Fusion Applications
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Q&A
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